IAA
DMRL

Independent Advisor Alliance’s DeltaShares S&P 500 Managed Risk ETF DMRL Stock Holding History

Independent Advisor Alliance’s Portfolio DMRL Stock Details DMRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,770
Closed -$537K – 916
2019
Q4 		$537K Buy
+8,770
New +$515K 0.02% 513

Other funds holding DMRL

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Advisor Alliance's DMRL Position: Q1 2020 in Review

Independent Advisor Alliance sold out of DeltaShares S&P 500 Managed Risk ETF (DMRL) in Q1 2020, closing a stake of 8,770 shares — an estimated $537K sold.

Independent Advisor Alliance first reported a position in DMRL in Q4 2019 and held it in 1 quarter. The position peaked at $537K in Q4 2019. 14 funds tracked by Wall St. Rank hold DMRL as of Q1 2020.

  • Independent Advisor Alliance reported no remaining DeltaShares S&P 500 Managed Risk ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,770 DeltaShares S&P 500 Managed Risk ETF shares in Q1 2020, an estimated $537K.
  • Independent Advisor Alliance first reported a position in DeltaShares S&P 500 Managed Risk ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's DeltaShares S&P 500 Managed Risk ETF position peaked at $537K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held DeltaShares S&P 500 Managed Risk ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.